Sorting by pipeline stage in opportunities

In the prior insightly experience, you could sort opportunities by pipeline stage. This was an integral of our firm's weekly meetings.

In the new insightly experience, you cannot sort opportunities by pipeline stage. Is this an error or by design?

 

To me, it makes NO sense that you cannot sort sales opportunities by where they are in the sales process. 

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10 comments
  • Agreed. Sorting is alphabetical rather than stage sequence

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  • Hello,

    I understand this can seem different in our New Insightly Experience. You still have the ability to sort Opportunities by the Pipeline stage.

    To do so:

    1. Start with creating a List View
    2. Create your custom filter (you'll want to filter by Stage > Operator Equal to > Value by the stage you like.
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  • Adding my voice to this request! We just updated, and almost everyone on my team is dismayed they can't view their Opportunities (and Projects!!) in order of Stage anymore. That was the go-to view for most of us.

    In case the other commenters are still looking for a solution... You can prepend numbers to all of your Pipeline stages and then sort records by Stage. It's super not ideal for us, because we have 10 stages in one of our Pipelines, and then in the chart, you only see numbers and the first few letters of the stage. But hopefully this hackish solution will help until Insightly fixes the issue.

    Alejandro - thanks for replying, but what we are missing is a sort order, not a filter. We need to be able to see all the projects at once, but listed in order by stage. I can't be clicking through 10 different filters (one for each Pipeline stage) to find my records.

    Emily

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  • +1 for this and please enable sorting by pipeline. Sorting by pipeline stage is way more important to a business workflow then by company name. From a workflow perspective, the business name is irrelevant. 

    Thanks,

    Chris

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  • ++++10 for me, and I'm sorry but Alejandro's suggestion is a very poor alternative when you have to create a different view for each stage?!?!?!

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  • This feature is everything I need from my pipeline view!. As It still doesn't seem doable, I'll add my pleading comment to those above: please make it possible to sort opportunities/projects by pipeline stage!

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  • Yep, most crucial view for us, IMHO for any sales/CRM system, need this asap

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  • +1 from us. @Alejandro, your suggestion is how to filter pipeline stages, not sort on them. Sorting is far more useful to us.

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  • Can't believe we're not able to sort by stage, even adding a number doesn't work for me at the opportunities, surprisingly it works on the projects, don't understand why?? Insightly PLEASE HELP!!!

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  • Yes, this is an absolute necessity. My primary use of Insightly's Opportunity list view is to be able to quickly determine the Pipeline stage for all open opportunities, in order of stage #. I'm flummoxed that 2 years later, this is still not available.

    The data is there--each stage is assigned a stage # automatically by Insightly, the stage # order is shown at the top of each opportunity when viewing the opportunity details window. (It's just that the titles are unreadable at 11 Pipeline stages crammed across the top of the window.)

    Just give us the ability to sort a column by stage # !

    Please! 

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